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Jason Robert Odette

VITALSTONE FINANCIAL, LLC·SHAVANO PARK, Texas
Unclaimed Profile
3009 NAPIER PARK, SHAVANO PARK, TX 78231CRD# 2691630Firm CRD# 310485
01

About

Jason Robert Odette is a registered financial advisor based in SHAVANO PARK, Texas, affiliated with VITALSTONE FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VITALSTONE FINANCIAL, LLC
VITALSTONE FINANCIAL, LLC
AUM
$200M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at VITALSTONE FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2691630
Firm CRD# 310485
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Robert Odette offer?
Jason Robert Odette specializes in Financial Planning, Investment Management. Contact their office in SHAVANO PARK, Texas for a consultation.
What are Jason Robert Odette's credentials?
Jason Robert Odette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Robert Odette located?
Jason Robert Odette is based in SHAVANO PARK, Texas, working with VITALSTONE FINANCIAL, LLC. Their office serves clients in the SHAVANO PARK metropolitan area and surrounding communities.
How does Jason Robert Odette charge for services?
Jason Robert Odette's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VITALSTONE FINANCIAL, LLC?
VITALSTONE FINANCIAL, LLC has approximately 6 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SHAVANO PARK
Christopher Ryan Mcneil — VITALSTONE FINANCIAL, LLCJames Dustin Jedrziewski — VITALSTONE FINANCIAL, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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Research
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